A VIRTUAL FAMILY OFFICE EXPERIENCE THAT YOU DESERVE.
Congratulations on taking the next steps toward building a confident fiscal house.
Congratulations on taking the next steps toward building a confident fiscal house.
It all started with a vision. MariPau Wealth Management and Rutkowski Law wanted to give their client families what they DESERVE - fiduciary advice from industry professionals that truly work together on their behalf. Wouldn't you want your estate plan and assets to be fully understood by the very people you've hired? We are proud to say that we are now offering this experience to you - someone who values this unique partnership. Welcome to The Blueprint.
Transparency. Honesty. Value. These are the key components in our proprietary process. Not only will it be visual to you from the start, our process will be proven evident as we show you examples of how we have helped clients plan confidently for many years. We're pretty sure that once you experience this for yourself, you'll wonder why this isn't something that should be a STANDARD in the industry.
The partnership of MariPau Wealth Management and Rutkowski Law is a collaboration of industry experts that have operated over a span of many years. As a result, that experience has allowed them to navigate through complex situations that are present in the ever changing landscape of finance and law. They are both family owned and operated while maintaining independence from broker dealers, corporations and many other possible conflicts of interest. Their licenses and credentials entitle them to act in a fiduciary capacity for their clients.
Monday - Friday: 9am - 5pm
Saturday - Sunday: Closed
Investment advisory services are offered through MariPau Wealth Management, LLC, and SEC registered investment advisor (CRD Number 311934). Collier Financial and MariPau are affiliated by common ownership. Advisory services are offered only in jurisdictions where MariPau is licensed to conduct advisory business. Please search MariPau by name or CRD number at https://adviserinfo.sec.gov for more information on our firm and our services. MariPau and Rutkowski Law are unaffiliated entities.
The statements and opinions presented reflect the general views of the presenters and/or their respective organizations and are subject to change without notice. MariPau is not a law firm, certified public accountant, or an accounting firm and does not provide legal or tax advice. All such advice and services are provided by appropriately licensed third-party professionals, including Rutkowski Law. Investing in securities involves the risk of loss. Past performance is not indicative of future results. Examples of client investments and estate planning strategies should not be regarded as personalized investment or legal advice. Please consider your personal financial needs and limitations before considering any investment or estate planning strategy.
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